April 2021
REPLAY
Slides and Audio: Jupiter US Smaller Companies

Our research team at Kepler Trust Intelligence hosted a Q&A webinar with Chris Berrier, the new lead manager of the trust at Brown Advisory...

30 April 2021
Features
Scottish American Investment Company – Manager Insights

Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C. Capital at risk and income not guaranteed.

Head to head
The next value opportunity?

Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...

Fund Research
Third Point Investors

TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…

Features
Latin America and the commodities supercycle

Commodity prices have been rising fast. Ed Kuczma, Co-Manager of the BlackRock Latin American Investment Trust plc, says Latin America should be a key beneficiary and he is positioning for a long-t...

Fund Research
Jupiter US Smaller Companies

JUS’s new manager brings a new strategy, and scope for the discount to narrow…

Fund Research
AVI Japan Opportunity

AJOT’s policy of active engagement means it is primed to capitalise on Japan’s incoming governance reforms…

News
Flash update: NB Private Equity Partners

NBPE has reported a very strong start to 2021, building on an excellent 2020…

27 April 2021
Features
Not the usual suspects

Investors are increasingly seeking a combination of growth and income but with dividends under pressure on the UK and Europe, it makes sense to consider your options further afield…

Features
The benefits of flexibility in a topsy turvy year

As markets fell into disarray over the course of 2020, the case for investing in a variety of styles was demonstrated. Trusts like Majedie Investments offer a broad perspective in a single package…

Fund Research
BlackRock Energy and Resources Income

A well-timed shift of emphasis in the mandate has revived BERI’s fortunes…

Fund Research
Momentum Multi-Asset Value Trust

After a strong 12 months, the managers of the recently renamed MAVT are optimistic on prospects for value...

Fund Research
BMO Commercial Property

BCPT now offers a dividend yield of 5.5%, having restored 70% of its pre-crisis payment…

Features
Reuse, recycle and rethink sustainability

Over the last three years, sustainability has gone from being something of an investment trend to an imperative for many investors...

Strategy
FAANGs for the memories

The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...

Features
Tapping into the UK smaller companies revival

A year ago, the outlook seemed not far off dire for UK smaller companies...

Fund Research
Majedie Investments

MAJE’s performance has been strong in the reflationary rally, but its discount remains wide…..

News
Results analysis: Martin Currie Global Portfolio

We dissect MNP’s annual results, with the trust continuing to outperform global equities, while retaining the same diversified, risk conscious portfolio…

21 April 2021
Fund Research
BMO Private Equity

BPET’s strong 2020 and the recent sale of Dotmatics highlights the attractive returns private equity can generate…

News
Results analysis: NB Global Monthly Income Fund

NBMI has reported results for the year ending 31/12/2020, with early evidence of the new strategy leading to improved returns…

21 April 2021
Fund Research
NB Global Monthly Income Fund

NBMI offers a high income paid monthly with a potential backstop to the discount…

Ratings
Polar Capital Global Financials: Banking on a recovery

PCFT has rerated from a double digit discount to a small premium as investors prepare for an economic recovery…

21 April 2021

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